Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
kumar saurabh Profile picture
@suru27
Aug 15, 2020 • 3 tweets • 3 min read • Read on X
An out of favour sector. The only debt free company which sometime back used to trade at a market cap less than 2x of cash on books #ARNotes #Sinclairs ImageImageImageImage
ImageImageImageImage
ImageImage

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with kumar saurabh

kumar saurabh Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @suru27

kumar saurabh Profile picture
Jan 11
Aarti Pharmalabs Limited

1/15 🚀 Introducing Aarti Pharmalabs Ltd!
They make APIs, Xanthine Derivatives, and offer CDMO/CMO services for drug development and manufacturing.
Let’s break it down step by step! 🧵👇
2/15 🏢 Company Background:
● Originally part of Aarti Industries, Aarti Pharmalabs became a separate entity in 2022.
● Focus: Manufacturing key pharmaceutical ingredients, intermediates, and offering contract manufacturing for drug development.
● Their goal? To supply high-quality ingredients for medicines, energy drinks, and supplements globally.
3/15 🌿 What are APIs (Active Pharmaceutical Ingredients)?
● APIs are the active components in medicines that provide therapeutic effects.
○ Example: The ingredient in cancer, pain relief, and respiratory drugs.
● Intermediates are chemical compounds used to create APIs.
○ Think of intermediates as the building blocks of medicines
➡️ Aarti manufactures both!Image
Read 16 tweets
kumar saurabh Profile picture
Dec 31, 2024
RBI released Financial Stability Report - Dec 2024 (half yearly publication covering financial sector)

🧵 sharing key insights and visuals from the report covering macro, banking, investment and other regulatory aspects after going through the report Image
To start with market, how much the EPS needs to grow to justify the existing valuation against historic multiple.

Against this, Q2 growth was below 10% YoY
Do track our newsletters where we cover such things in detail on quarterly basis:
Subscribe to Newsletters: scientificinvesting.in

Old Newsletters: scientificinvesting.in/news.phpImage
Demand for equity hitting through the roof outpacing supply in last few years Image
Read 23 tweets
kumar saurabh Profile picture
Dec 12, 2024
#smallcap index - What is happening and what all may happen - where are the probabilities?

A thread🧵on Current state of smallcap market.

Savdhani hati durghatna ghati zone

We have hit the last time high levels which acted resistance in last 3-4 months and today again it did Image
% of companies > 20D EMA has hit 80% where short term market becomes overheated if we are not in a clear bull market Image
Let us combine both the charts and ve a consolidated view. Once can clearly see how the zone congestion works around this metric Image
Read 10 tweets
kumar saurabh Profile picture
Dec 3, 2024
For Hotel Sector, Q2FY25 result:
❓Best performing hotels?
❓Attractively valued hotels?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research Image
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 8 tweets
kumar saurabh Profile picture
Nov 29, 2024
Chemicals Sector

For Chemicals Sector, based on Q2FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for researchImage
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets
kumar saurabh Profile picture
Nov 27, 2024
Plastic Products and Packaging Sector

For Plastics Products and Packaging Sector, Q2FY25 result:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for researchImage
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(